SBI Magnum Childrens Benefit Fund vs Axis Childrens Gift Fund compare
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth
Axis Children's Fund - Lock in - Growth
Chart Comparison
Overview
Scheme Name | SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
Fund | SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4035 Cr | ₹912 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Sep 2020 | 08 Dec 2015 |
Category | Childrens | Childrens |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 84% | 24% |
Expense Ratio | 1.91 | 2.28 |
Manager | Pradeep Kesavan | Hardik Shah |
ISIN Code | INF200KA1Q99 | INF846K01WJ1 |
Exits Load | SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 1095 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 3.0% if fund sold before 365 days. There are no other charges./365 | Axis Childrens Fund - Compulsory Lock-in - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1095 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
1 Month | -1.2% | -0.51% |
6 Month | 12.39% | 7.97% |
1 Year | 6.19% | 2.73% |
3 Year | 21.81% | 9.23% |
5 Year | - | 12.98% |
SIP Return Analysis
Scheme Name | SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
6 Month | 4.99% | 1.72% |
1 Year | 7.64% | 3.3% |
3 Year | 21.03% | 10.1% |
5 Year | - | 9.4% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
1 Year | 25.82% | 10.86% |
3 Year | 26.47% | 9.93% |
5 Year | - | 11.61% |
Risk Management
Scheme Name | SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
Standard Deviation | 12.93% | 9.39% |
Sharp | 1.16% | 0.41% |
Beta | 1.02% | - |
Alpha | 8.32% | - |
Fund Managers
Scheme Name | SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
Name | Pradeep Kesavan | Hardik Shah |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 12 |
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
Market Cap
Scheme Name |
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth |
Axis Children's Fund - Lock in - Growth |
---|---|---|
Others | 30.42 | 31.21 |
Small Cap | 44.12 | 10.62 |
Large Cap | 18.9 | 46.55 |
Mid Cap | 6.57 | 11.63 |
Sector Allocation
Scheme Name |
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth |
Axis Children's Fund - Lock in - Growth |
---|---|---|
Others | 12.74 | 27.85 |
Utilities | 7.74 | 1.45 |
Consumer Defensive | 10.06 | 1.4 |
Consumer Cyclical | 28.31 | 7.47 |
Financial Services | 18.46 | 22.82 |
Industrials | 7.41 | 9.35 |
Basic Materials | 11.85 | 4.21 |
Technology | 0.46 | 7.37 |
Real Estate | 2.95 | 1.85 |
Energy | - | 5.21 |
Healthcare | - | 8.8 |
Communication Services | - | 2.21 |
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